据说是AI平台Kokai不太行,拼不过那些巨无霸

来源: TexasSherry 于 2025-11-08 09:01:51 [] [旧帖] [给我悄悄话] 阅读数 : (2981 bytes)

The weaknesses of The Trade Desk include intense competition from tech giants like Google and Amazon, a reliance on advertising agencies for a significant portion of its business, and concerns over its AI platform, Kokai, which has faced user and investor dissatisfaction with its interface and functionality. Additionally, macroeconomic uncertainty, deceleration in revenue growth, and high valuation multiples have put pressure on its stock price. 

所有跟帖： 

• 感觉ROKU的潜力大一些 -TexasSherry- ♀ 给 TexasSherry 发送悄悄话 (285 bytes) () 11/08/2025 postreply 09:05:34

• 哈！这只股票是因为先生当初特喜欢ROKU，翻来覆去和我说它 -晓炎- ♀ 给 晓炎 发送悄悄话 晓炎 的博客首页 (593 bytes) () 11/08/2025 postreply 09:13:11

• 哦！太谢谢你了，如果是这样，即使现在的财报数据都不错， -晓炎- ♀ 给 晓炎 发送悄悄话 晓炎 的博客首页 (172 bytes) () 11/08/2025 postreply 09:07:15

• IREN moats 我昨天回复了关于电力供应的方面 -TexasSherry- ♀ 给 TexasSherry 发送悄悄话 (0 bytes) () 11/08/2025 postreply 09:26:01

• 另外，我看他们ROLLOUT这个平台是强制用户切换 -TexasSherry- ♀ 给 TexasSherry 发送悄悄话 (150 bytes) () 11/08/2025 postreply 09:14:50

• 这点太重要了！前两天看DUOLINGO的CEO的一段采访，虽然DUOL -晓炎- ♀ 给 晓炎 发送悄悄话 晓炎 的博客首页 (153 bytes) () 11/08/2025 postreply 09:24:41

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